Intraday Update – Oracle Deal Behind Tech Catching Up

1:53 p.m. ET The change in tone from Value dominated this morning to the Tech/secular growth stocks catching up mentioned in the last update, is due to a CBS News report that President Trump is going to announce a $500 billion AI infrastructure initiative with OpenAI, Softbank, and Oracle (ORCL +6.5%). ORCL (daily) ORCL (60m) ORCL (1m)  …

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